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ALPS Advisors’s IES Holdings IESC Stock Holding History

ALPS Advisors’s Portfolio IESC Stock Details IESC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.39M Sell
9,218
-2,858
-24% -$923K 0.02% 374
2026
Q1 		$2.88M Buy
12,076
+676
+6% +$155K 0.01% 339
2025
Q4 		$2.22M Sell
11,400
-52
-0.5% -$10.5K 0.01% 377
2025
Q3 		$2.28M Buy
11,452
+4,318
+61% +$743K 0.01% 353
2025
Q2 		$1.06M Buy
7,134
+3,272
+85% +$386K 0.01% 489
2025
Q1 		$319K Sell
3,862
-580
-13% -$60.5K ﹤0.01% 884
2024
Q4 		$446K Hold
4,442
– – ﹤0.01% 641
2024
Q3 		$443K Sell
4,442
-2,280
-34% -$185K ﹤0.01% 626
2024
Q2 		$468K Sell
6,722
-40
-0.6% -$2.81K ﹤0.01% 592
2024
Q1 		$411K Sell
6,762
-2,246
-25% -$108K ﹤0.01% 622
2023
Q4 		$357K Sell
9,008
-512
-5% -$17.9K ﹤0.01% 752
2023
Q3 		$314K Buy
+9,520
New +$310K ﹤0.01% 852
2021
Q3 		– Sell
-14,598
Closed -$375K – 968
2021
Q2 		$375K Hold
14,598
– – ﹤0.01% 625
2021
Q1 		$368K Buy
+14,598
New +$351K ﹤0.01% 533

Other funds holding IESC

GJL
Gendell Jeffrey L $11.3B AUM 163.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

ALPS Advisors's IESC Position: Q2 2026 in Review

ALPS Advisors reduced its IES Holdings (IESC) stake by 24% in Q2 2026, selling an estimated $923K and leaving 9,218 shares worth $3.39M. The position accounts for 0.02% of the portfolio, ranked #374.

ALPS Advisors first reported a position in IESC in Q1 2021 and has held it in 14 quarters since. 414 funds tracked by Wall St. Rank hold IESC as of Q2 2026.

  • ALPS Advisors held 9,218 shares of IES Holdings worth $3.39M as of Q2 2026.
  • ALPS Advisors sold 2,858 IES Holdings shares in Q2 2026, an estimated $923K.
  • IES Holdings made up 0.02% of ALPS Advisors's portfolio in Q2 2026, its #374 holding.
  • ALPS Advisors first reported a position in IES Holdings in Q1 2021 and has held it in 14 quarters since.
  • 414 funds tracked by Wall St. Rank held IES Holdings as of Q2 2026.

Based on ALPS Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.